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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,111 | $75,183-32.0% | $123,894-58.7% | $55,167-7.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 3.37% | 19.01%-15.6pp | 47.52%-44.1pp | 169.23%-165.9pp |
| Employer contribution / active EE | $6,526 | $2,823+131.1% | $4,617+41.3% | $1,963+232.5% |
| Participant deferral / active EE | $7,520 | $5,084+47.9% | $5,984+25.7% | $3,054+146.2% |
| Admin fee / account holder | $19 | $663-97.2% | $8,357-99.8% | $504-96.3% |